Can I create a Document from Quick Create?
Yes, you can create a Document by clicking the + button (Quick Create) present on the right-hand top corner of the screen.
Follow these steps to create a document record using Quick Create:
- Click the icon displayed on the top right side of your screen.
- Click Show all to view all the modules you can create records in using Quick Create.
- Select Document from Essentials.
- New Document to create a new document.
- New Folder to create a folder.
- Upload documents to upload documents from your system.
- Link folders/documents by URL, Google Drive folder, or Dropbox.
- Enter all the mandatory details.
- Save to save the record.
- Save and Continue to save the record and go to its Deep Dive View to enter other details.
- Clicking Cancel discards all the information you entered.
To know more about Quick Create, click here.
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